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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,390 | $95,917+34.9% | $79,583+62.6% | $134,545-3.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.27% | -2.70%-20.6pp | 0.16%-23.4pp | 418.37%-441.6pp |
| Employer contribution / active EE | $8,182 | $3,129+161.5% | $2,414+239.0% | $4,742+72.6% |
| Participant deferral / active EE | $955 | $4,694-79.7% | $3,986-76.0% | $6,401-85.1% |
| Admin fee / account holder | $3,266 | $9,132-64.2% | $6,835-52.2% | $11,431-71.4% |